How to Select, Manage, and Fire a CPG Broker

A broker can open doors. They can also create a layer of expensive ambiguity between your brand and the shelf. The relationship works when ownership, targets, data, and consequences are clear.

Jordan Harper, Logic Agency Inc.Updated Sep 202612 min readGuides

Choose the broker for the work you actually need

Do not start with the biggest logo. Start with the retailers, categories, regions, and buyer relationships that matter to your next 12 months. A broker that is impressive in a deck but weak in your category is not a fit.

Ask how the team sells, reports, forecasts, and handles a slow account. You are not only buying introductions. You are buying a repeatable operating motion.

The broker scorecard

1

Retailer access

Which buyers and accounts do they actively manage in your category? Ask for specifics, not a network claim.

2

Category fluency

Can they explain your velocity, margin, case pack, promotion, and replenishment constraints without hand-waving?

3

Operating cadence

What will you receive weekly and monthly? A list of meetings is not the same as a pipeline you can inspect.

4

Economics

Model commission, retainers, launch fees, travel, samples, promotions, and the internal time required to manage the relationship.

Manage the relationship like a channel

1

Set targets by account

Agree on priority accounts, buyer meetings, listings, velocity, and timing. Put the targets in a shared tracker.

2

Review evidence

Ask what happened, what changed, and what happens next. Require retailer feedback and next actions, not activity theater.

3

Connect sales to operations

The broker needs current inventory, pricing, lead times, case packs, and launch constraints. Bad information creates bad retailer promises.

4

Decide with a window

Give the relationship a clear review point. Continue when the evidence supports it. Change course when it does not.

When it is time to change brokers

Repeated missed follow-through, vague reporting, retailer promises your operation cannot keep, and no measurable progress are signals. So is a broker who cannot tell you why velocity is weak.

Read the agreement before you act. Confirm notice, account ownership, commissions, and transition obligations. Then protect the retailer relationship with a clean handoff and one source of truth.

Operator rule. Do not fire a broker because you are frustrated. Fire the relationship when the agreed evidence says it is not working.

Frequently Asked Questions

When should a CPG brand hire a broker?

When the brand has a clear product, a realistic channel plan, and enough operational readiness to support the accounts the broker may open. A broker cannot fix an unclear offer or unreliable supply.

How do CPG brokers typically get paid?

Common structures include commissions, retainers, launch fees, or combinations. Model the complete cost against the channel margin and expected volume.

How long should we give a new broker?

Set a review window based on the sales cycle and retailer calendar. Define leading indicators such as meetings, submissions, and buyer feedback before waiting for final revenue.

Need to turn the framework into operating rhythm?

Logic Agency gives scaling consumer brands senior supply chain and packaging operations without forcing an early full-time hire.

Logic Agency Inc. · Packaging & Supply Chain Ops on a Monthly Retainer